Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,385 | $105,284-0.9% | $150,734-30.7% | $94,015+11.0% |
| Participation rate | 80.6% | 71.7%+8.9pp | 78.4%+2.2pp | 70.8%+9.8pp |
| Annual return | 15.62% | 15.67%-0.1pp | 600.81%-585.2pp | 17.84%-2.2pp |
| Employer contribution / active EE | $7,961 | $3,599+121.2% | $4,918+61.9% | $2,790+185.3% |
| Participant deferral / active EE | $5,822 | $4,274+36.2% | $5,610+3.8% | $4,249+37.0% |
| Admin fee / account holder | $5,989 | $9,839-39.1% | $14,905-59.8% | $8,951-33.1% |